+215.2%
PODD vs WY
+7.6%
+207.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -10.5% | -4.2% | -6.4% | -9.2% |
| 30D | -9.0% | -10.1% | +1.1% | -5.8% |
| 3M | -11.5% | -8.5% | -3.1% | -9.1% |
| 6M | -44.7% | -3.3% | -41.4% | -44.4% |
| YTD | -53.6% | -4.4% | -49.2% | -53.3% |
| 1Y | -61.0% | -11.5% | -49.5% | -59.8% |
| 3Y | -24.7% | -24.3% | -0.4% | -19.2% |
| 5Y | -55.5% | -21.3% | -34.2% | -52.6% |
| All | +215.2% | +7.6% | +207.7% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling